Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Lucke is an investment advisor representative with Gallagher Fiduciary Advisors, LLC. Erica has been in the financial industry since 2005, and has experience with several different firms. Erica holds the Series 66, Series 7 and SIE licenses. Erica is also a registered investment advisor in Virginia. Erica provides a wide range of advisory services including portfolio management for businesses and individuals, financial planning, pension consulting, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
VA
07/11/2023 - Present
Gallagher Fiduciary Advisors, LLC (Richmond VA)
VA
07/18/2023 - 08/23/2024
TRIAD ADVISORS LLC (Richmond VA)
VA
10/31/2017 - 07/14/2023
INDEPENDENT FINANCIAL GROUP, LLC (RICHMOND VA)
VA
09/27/2007 - 11/06/2017
NATIONAL PLANNING CORPORATION (RICHMOND VA)
VA
07/18/2005 - 10/04/2007
SECURITIES AMERICA, INC. (RICHMOND VA)
BOTH
Issued 09/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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